Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.96B
2
+$2.44B
3
+$2.36B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.95B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.62B

Top Sells

1
+$899M
2
+$741M
3
+$657M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$529M
5
T icon
AT&T
T
+$475M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5526
$27K ﹤0.01%
3,233
5527
$27K ﹤0.01%
1,278
-17,610
5528
$27K ﹤0.01%
4,987
-21,792
5529
$27K ﹤0.01%
10,331
-1,944
5530
$27K ﹤0.01%
20,100
-17,737
5531
$27K ﹤0.01%
76,815
-41,562
5532
$27K ﹤0.01%
3,295
5533
$27K ﹤0.01%
1,299
5534
$27K ﹤0.01%
642
-7,091
5535
$27K ﹤0.01%
2,405
-200
5536
$26K ﹤0.01%
7,486
-200
5537
$26K ﹤0.01%
2,624
-27,821
5538
$26K ﹤0.01%
+1,160
5539
$26K ﹤0.01%
4,000
5540
$26K ﹤0.01%
806
-9,322
5541
$26K ﹤0.01%
877
5542
$26K ﹤0.01%
4,025
-1,138
5543
$26K ﹤0.01%
1,607
5544
$26K ﹤0.01%
4,299
-174
5545
$26K ﹤0.01%
776
-5,972
5546
$25K ﹤0.01%
7,722
+2,074
5547
$25K ﹤0.01%
+1,152
5548
$25K ﹤0.01%
71,528
+5,506
5549
$25K ﹤0.01%
1,606
-214
5550
$25K ﹤0.01%
+1,003
220 221
222
223 224